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Somerset Trust’s Ameriprise Financial AMP Stock Holding History

Somerset Trust’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Sell
977
-37
-4% -$17K 0.13% 110
2026
Q1 		$451K Buy
1,014
+3
+0.3% +$1.45K 0.14% 109
2025
Q4 		$496K Buy
1,011
+3
+0.3% +$1.42K 0.15% 104
2025
Q3 		$495K Buy
1,008
+10
+1% +$5.13K 0.15% 109
2025
Q2 		$533K Buy
998
+52
+5% +$25.7K 0.17% 99
2025
Q1 		$458K Buy
946
+186
+24% +$97.5K 0.16% 97
2024
Q4 		$405K Buy
760
+237
+45% +$126K 0.15% 98
2024
Q3 		$246K Buy
523
+8
+2% +$3.47K 0.09% 135
2024
Q2 		$220K Buy
+515
New +$220K 0.09% 141

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Somerset Trust's AMP Position: Q2 2026 in Review

Somerset Trust reduced its Ameriprise Financial (AMP) stake by 3.6% in Q2 2026, selling an estimated $17K and leaving 977 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #110.

Somerset Trust first reported a position in AMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $533K in Q2 2025. 244 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Somerset Trust held 977 shares of Ameriprise Financial worth $448K as of Q2 2026.
  • Somerset Trust sold 37 Ameriprise Financial shares in Q2 2026, an estimated $17K.
  • Ameriprise Financial made up 0.13% of Somerset Trust's portfolio in Q2 2026, its #110 holding.
  • Somerset Trust first reported a position in Ameriprise Financial in Q2 2024 and has held it in 9 quarters since.
  • Somerset Trust's Ameriprise Financial position peaked at $533K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.